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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES1 year Filed as: EDWARD D. JONES & CO., L.P Service code 26 · EIN 43-0345811 | Advisory (Participants) | $15,192 |
Filed as: WILSHIRE ASSOCIATES INC.(USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $821 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $314 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,664 | $44,873-27.2% | $79,467-58.9% | $56,289-42.0% |
| Participation rate | 68.0% | 68.7%-0.7pp | 73.3%-5.3pp | 69.9%-1.9pp |
| Annual return | -4.08% | 0.81%-4.9pp | 718.30%-722.4pp | -9.96%+5.9pp |
| Employer contribution / active EE | $1,217 | $2,140-43.1% | $2,800-56.5% | $2,111-42.3% |
| Participant deferral / active EE | $2,432 | $2,746-11.4% | $3,704-34.3% | $3,350-27.4% |
| Admin fee / account holder | $322 | $418-23.1% | $5,104-93.7% | $521-38.3% |